IBAT Institutional Ownership
iShares Energy Storage & Materials ETF
1W: +3.2%
1M: +4.4%
3M: -3.1%
YTD: +43.2%
1Y: +46.0%
$42.00
+1.38 (+3.40%)
Weekly Expected Move ±3.4%
$39
$41
$42
$43
$45
Overview
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Institutional Ownership — IBAT
27
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
8
New Positions
10
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. NEW | 95,034 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Steward Partners Investment Advisory, | 74,825 | $3M | -682 | -0.9% | 2Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC | 66,431 | $3M | -6,210 | -8.5% | 2Q | SEC ↗ |
| 4 | Midwest Financial Partners Investments | 56,621 | $2M | +1,596 | +2.9% | 3Q | SEC ↗ |
| 5 | OLD MISSION CAPITAL LLC | 43,473 | $2M | +15,008 | +52.7% | 2Q | SEC ↗ |
| 6 | Federation des caisses Desjardins du Q | 42,725 | $2M | +18,464 | +76.1% | 2Q | SEC ↗ |
| 7 | GUARDIAN CAPITAL LP | 38,500 | $2M | -10,600 | -21.6% | 4Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 18,112 | $761K | +1,005 | +5.9% | 4Q | SEC ↗ |
| 9 | MORGAN STANLEY | 12,746 | $535K | +6,956 | +120.1% | 2Q | SEC ↗ |
| 10 | Sanctuary Advisors, LLC | 10,840 | $455K | +4,102 | +60.9% | 2Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 10,114 | $425K | +9,804 | +3162.6% | 3Q | SEC ↗ |
| 12 | Advisory Alpha, LLC | 7,840 | $329K | — | +0.0% | 2Q | SEC ↗ |
| 13 | LVW Advisors, LLC | 6,503 | $273K | -1,315 | -16.8% | 2Q | SEC ↗ |
| 14 | Glassman Wealth Services | 6,396 | $269K | +1,874 | +41.4% | 2Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 6,300 | $265K | — | +0.0% | 1Q | SEC ↗ |
| 16 | 4WEALTH ADVISORS, INC. | 5,458 | $229K | -1,156 | -17.5% | 2Q | SEC ↗ |
| 17 | Sunbelt Securities, Inc. | 3,131 | $132K | -34 | -1.1% | 6Q | SEC ↗ |
| 18 | CX Institutional NEW | 1,785 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 19 | N.E.W. Advisory Services LLC | 1,450 | $61K | +660 | +83.5% | 2Q | SEC ↗ |
| 20 | CoreCap Advisors, LLC | 1,238 | $52K | +832 | +204.9% | 2Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. NEW | 550 | $23K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Manchester Capital Management LLC | 520 | $22K | — | +0.0% | 3Q | SEC ↗ |
| 23 | LANARK FINANCIAL, INC. NEW | 249 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. NEW | 247 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG NEW | 57 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Quaker Wealth Management, LLC NEW | 15 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -24 | -100.0% | 2Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,625 | -100.0% | 1Q | SEC ↗ |
| 29 | MAI Capital Management | 0 | $0K | -44 | -100.0% | 5Q | SEC ↗ |
| 30 | Advisory Services Network, LLC | 0 | $0K | -29 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| TD Waterhouse Canada Inc. | 95,034 | $4M |
| MERCER GLOBAL ADVISORS INC /ADV | 6,300 | $265K |
| CX Institutional | 1,785 | $75K |
| HARBOUR INVESTMENTS, INC. | 550 | $23K |
| LANARK FINANCIAL, INC. | 249 | $10K |
| OSAIC HOLDINGS, INC. | 247 | $10K |
| UBS Group AG | 57 | $2K |
| Quaker Wealth Management, LLC | 15 | $1K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 1,625 | $68K |
| MAI Capital Management | 44 | $2K |
| Advisory Services Network, LLC | 29 | $1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 24 | $1K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Federation des caisses Desjardins d | +18,464 | +76.1% | 42,725 |
| OLD MISSION CAPITAL LLC | +15,008 | +52.7% | 43,473 |
| ROYAL BANK OF CANADA | +9,804 | +3162.6% | 10,114 |
| MORGAN STANLEY | +6,956 | +120.1% | 12,746 |
| Sanctuary Advisors, LLC | +4,102 | +60.9% | 10,840 |
| Glassman Wealth Services | +1,874 | +41.4% | 6,396 |
| Midwest Financial Partners Investme | +1,596 | +2.9% | 56,621 |
| CITADEL ADVISORS LLC | +1,005 | +5.9% | 18,112 |
| CoreCap Advisors, LLC | +832 | +204.9% | 1,238 |
| N.E.W. Advisory Services LLC | +660 | +83.5% | 1,450 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GUARDIAN CAPITAL LP | -10,600 | -21.6% | 38,500 |
| JANE STREET GROUP, LLC | -6,210 | -8.5% | 66,431 |
| LVW Advisors, LLC | -1,315 | -16.8% | 6,503 |
| 4WEALTH ADVISORS, INC. | -1,156 | -17.5% | 5,458 |
| Steward Partners Investment Advisor | -682 | -0.9% | 74,825 |
| Sunbelt Securities, Inc. | -34 | -1.1% | 3,131 |